EWM
DHC

Edge Wealth Management’s Diversified Healthcare Trust DHC Stock Holding History

Edge Wealth Management’s Portfolio DHC Stock Details DHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-23
Closed – – 495
2016
Q2 		$0 Buy
23
+1
+5% +$19 ﹤0.01% 461
2016
Q1 		$1K Hold
22
– – ﹤0.01% 399
2015
Q4 		$1K Buy
22
+1
+5% +$15 ﹤0.01% 414
2015
Q3 		$1K Hold
21
– – ﹤0.01% 415
2015
Q2 		$0 Buy
21
+1
+5% +$20 ﹤0.01% 431
2015
Q1 		$1K Buy
+20
New +$447 ﹤0.01% 405

Other funds holding DHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Edge Wealth Management's DHC Position: Q3 2016 in Review

Edge Wealth Management sold out of Diversified Healthcare Trust (DHC) in Q3 2016, closing a stake of 23 shares.

Edge Wealth Management first reported a position in DHC in Q1 2015 and held it in 6 quarters. The position peaked at $1K in Q1 2016. 325 funds tracked by Wall St. Rank hold DHC as of Q3 2016.

  • Edge Wealth Management reported no remaining Diversified Healthcare Trust position as of Q3 2016 after selling out during the quarter.
  • Edge Wealth Management sold 23 Diversified Healthcare Trust shares in Q3 2016.
  • Edge Wealth Management first reported a position in Diversified Healthcare Trust in Q1 2015 and held it in 6 quarters.
  • Edge Wealth Management's Diversified Healthcare Trust position peaked at $1K in Q1 2016.
  • 325 funds tracked by Wall St. Rank held Diversified Healthcare Trust as of Q3 2016.

Based on Edge Wealth Management's 13F filing for Q3 2016, filed 13 Oct 2016.